Arkadios Wealth Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.72M | Buy |
42,393
+15,667
| +59% | +$2.85M | 0.23% | 97 |
|
|
2025
Q1 | $4.24M | Buy |
26,726
+2,104
| +9% | +$334K | 0.16% | 144 |
|
|
2024
Q4 | $2.96M | Sell |
24,622
-127
| -0.5% | -$15.3K | 0.16% | 132 |
|
|
2024
Q3 | $3M | Sell |
24,749
-2,029
| -8% | -$246K | 0.17% | 124 |
|
|
2024
Q2 | $2.71M | Sell |
26,778
-8,421
| -24% | -$853K | 0.18% | 119 |
|
|
2024
Q1 | $3.22M | Buy |
35,199
+398
| +1% | +$36.5K | 0.25% | 93 |
|
|
2023
Q4 | $3.27M | Sell |
34,801
-150
| -0.4% | -$14.1K | 0.28% | 88 |
|
|
2023
Q3 | $3.24M | Buy |
34,951
+13,851
| +66% | +$1.28M | 0.31% | 76 |
|
|
2023
Q2 | $2.06M | Buy |
21,100
+1,188
| +6% | +$116K | 0.24% | 103 |
|
|
2023
Q1 | $1.94M | Sell |
19,912
-275
| -1% | -$26.7K | 0.23% | 117 |
|
|
2022
Q4 | $2.04M | Buy |
20,187
+2,988
| +17% | +$302K | 0.27% | 103 |
|
|
2022
Q3 | $1.43M | Buy |
17,199
+1,862
| +12% | +$155K | 0.22% | 124 |
|
|
2022
Q2 | $1.51M | Buy |
15,337
+734
| +5% | +$72.5K | 0.23% | 124 |
|
|
2022
Q1 | $1.37M | Buy |
14,603
+1,800
| +14% | +$169K | 0.18% | 140 |
|
|
2021
Q4 | $1.22M | Sell |
12,803
-8,436
| -40% | -$801K | 0.16% | 145 |
|
|
2021
Q3 | $2.01M | Sell |
21,239
-3,444
| -14% | -$326K | 0.29% | 90 |
|
|
2021
Q2 | $2.45M | Buy |
24,683
+4,356
| +21% | +$432K | 0.3% | 91 |
|
|
2021
Q1 | $1.8M | Buy |
20,327
+16,097
| +381% | +$1.43M | 0.3% | 86 |
|
|
2020
Q4 | $350K | Buy |
4,230
+1,491
| +54% | +$123K | 0.07% | 237 |
|
|
2020
Q3 | $217K | Sell |
2,739
-284
| -9% | -$22.5K | 0.11% | 163 |
|
|
2020
Q2 | $225K | Buy |
3,023
+145
| +5% | +$10.8K | 0.12% | 146 |
|
|
2020
Q1 | $210K | Buy |
2,878
+363
| +14% | +$26.5K | 0.13% | 143 |
|
|
2019
Q4 | $223K | Buy |
+2,515
| New | +$223K | 0.13% | 141 |
|